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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,813 | $124,425-87.3% | $112,040-85.9% | $137,256-88.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 278.73% | 24.72%+254.0pp | 24.52%+254.2pp | 220.34%+58.4pp |
| Employer contribution / active EE | $2,146 | $3,411-37.1% | $2,954-27.4% | $4,156-48.4% |
| Participant deferral / active EE | $2,604 | $5,718-54.5% | $5,098-48.9% | $6,407-59.3% |
| Admin fee / account holder | $914 | $15,207-94.0% | $12,098-92.4% | $12,270-92.5% |